Discover Process

Our easy process that has our clients achieving their financial goals:

1. Discover

This first step is so important, we named our company after it. It all starts with YOU.

• –  You share your financial dreams with us.
• –  You tell us what matters most to you about money and life.
• –  You share your short, medium and long-term goals.
• –  You tell us what’s working well and not so well.
• –  We reveal the gaps in your situation that need attention.

2. Analyse

It’s time to take a closer look at what sets Discover Financial Partners apart. We use a personalised Financial Roadmap to:

• –  Identify and improve your current wealth management activities.
• –  Bridge any gaps that may be holding you back financially.
• –  Give you a clear, step-by-step plan so you can confidently reach your goals.

3. Implement

Now, you’re ready to take action… In this step, you experience financial gain and we work closely with you to:

• –  Implement new financial strategies that align with your goals.
• –  Apply necessary changes to get you back on track.
• –  Strive towards maximum gain with minimum risk and debt.

4. Review & Improve

Too many financial advisers stop at Implement. Not Discover, we help you stay on track for life! Never trust a financial adviser who never changes your plan. Discover Financial Partners continuously reviews your plan to ensure you are on track to meet your financial goals.

• –  Together, we agree how often we should meet and check progress.
• –  Anytime there’s a shift (job change, financial markets, tax laws), we will review your current plan.
• –  With your input, we will constantly manage your risks.